Puestos
635After September also provided a decent return, I'm hoping for 150k at the end of the year. I have also recently started betting on a boost of $DEFI (-0,22 %) . $KSPI (+0,89 %) is out for me with +20% after a good run.
A bit of "stability" is provided by $DSFIR (+0,12 %) and $MUM (-0,11 %) although I hope to have bought them at a relatively low level. We will see...
Otherwise, onwards:
good investment to all!
$PYPL (+0,27 %) for my long term cake. @Part_Time_Joe made me think it through, and I have decided it is a good decision. ( Or did I just have too much "green" in my portfolio :) )
Google $GOOGL (-0,67 %) and PayPal $PYPL (+0,27 %) announced a multi-year strategic partnership to jointly revolutionize commerce. The goal is to create frictionless digital shopping experiences and set new standards for innovation in the commerce ecosystem.
The collaboration covers several areas:
This partnership is designed to provide consumers, merchants and developers with flexible tools for the next generation of digital commerce.
Let's see what this cooperation will do to the course 🤑🤞🏼
📈 Today I took an important step for my stock portfolio.
I decided to strengthen the position in $PYPL (+0,27 %) (+20 stocks) and, at the same time, to open new positions in $CMCSA (+1,46 %) (40 stocks) and $VZ (+0,4 %) (55 stocks).
The choice stems from two main motivations:
1️⃣ Portfolio diversification - by expanding exposure to different sectors, I reduce dependence on individual companies and increase overall stability.
2️⃣ Valuation of companies - PayPal, Comcast, and Verizon are companies that I consider to be financially sound and that, in my opinion, the market is undervaluing.
The goal is to combine potential growth and resilience in volatile phases.
🔎 I will continue to monitor performance and prospects, but I remain convinced that broadening the portfolio base on quality companies is a long-term strategic choice.
What do you think about the $KLAR (-0,72 %) share?
They are currently making losses. Personally, I often use Klarna to pay when it's offered online. Of course, there is a lot of competition like $PYPL (+0,27 %) .
The IPO has been postponed again and again. Now the shares are also available from my broker.
Should I wait and see which way the price moves, or should I go in with a small tranche?
Hello everyone,
I have already built up a small portfolio (see below), which is currently quite US and tech-heavy.
My current positions:
I save the remaining positions for my little sister.
I can invest around €1,200 per month (I'm looking for 2-3 shares for this) and I'd also like to put another €2,000-3,000 into Bitcoin in the bear market.
For the savings plan, however, I am specifically looking for stocks outside the USA and without a tech focus.
Questions for you:
I would be delighted if you could share a few ideas so that I can expand my watchlist and diversify my portfolio.
Thanks in advance!
New positions:
Focus H2 2025:
$PYPL (+0,27 %) Expand position (Equal with the $SOFI (-2,94 %) investment)
$ASML (-0,29 %) Expand position to €10k invested capital
Reinvest dividends accordingly.
Focus H1 2026:
Expansion of the remaining positions and entry into $BMNR (+0,63 %) (earlier if necessary).
Watchlist:
What do you think?
After holding the stock for over 3 years, I have now sold my first ever share.
I got carried away by the hype back then. But that's probably just as much a part of investing.
You learn from your mistakes.
At least I'll get some tax back, as I sold a large amount at a profit at the beginning of the year.
$PYPL (+0,27 %)
x Perplexity
✅ Venmo & PayPal users get early access to the new AI-powered Comet browser
✅ Free 12-month Perplexity Pro subscription ($200 value)
Big move for PayPal into the AI ecosystem.
Nvidia – The Earnings to Rule Them All
This Q2 earnings season has been mixed at best. Some tech giants like Meta or Google crushed estimates and surged, while others – think Trade Desk – saw their stocks slaughtered for what were basically beauty marks: guidance not raised enough, beats “only” in the mid-single digits.
What does that tell us? This rally is dancing on thin ice. Nvidia’s report is the pin to the grenade, with far more downside than upside risk. If they beat – as most expect, since all that raised CapEx has to land somewhere – the tech rally lives on, at least for a while. If not, the sector could be in real trouble. The economy is still firmly in Trump’s crosshairs, and while he’s busy running around demanding stakes in businesses, economists are worried about the impact of his last brainchild: a sweeping tariff regime.
We’ll see how it shakes out, but personally, I wouldn’t mind a tech selloff. It’s the perfect chance to rack up stakes in some real gems of the industry. So, for the long-term investor’s sake: Nvidia, please miss and throw out a gloomy comment or two.
Grab – The Asian Super-App
Joining countless super investors, I’ve added a new stock to my watchlist today: Grab, Southeast Asia’s largest superapp. The company bundles delivery, mobility, and financial services into one platform, serving hundreds of millions across 800+ cities. Imagine Uber, Amazon, and PayPal rolled into a single app.
Grab’s moat is serious: brand reputation, scale, network effects, and a cost advantage. Combine that with steady 15–20% revenue growth, and the valuation doesn’t look bad at all – forward EV/Revenue is under 5. Immense potential is on the table, though you have to accept the volatility that comes with hypergrowth EM stocks. For me, that means patience. My buy limit sits at $4.50, which I see as an attractive entry point.
$NVDA (-0,8 %)
$META (-2,33 %)
$GOOGL (-0,67 %)
$GOOG (-0,5 %)
$TTD (+0,74 %)
$GRAB (+1,67 %)
$UBER (-0,29 %)
$AMZN (-1,27 %)
$PYPL (+0,27 %)
Principales creadores de la semana
